Funds holding H&R Block Inc
403 funds declare a position · 125 ETFs and 278 other funds · 1.8B $ · US0936711052
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 4,196,882 | 133.2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust | 4,095,477 | 130M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 4,011,729 | 127.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 2,922,741 | 92.8M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Value Discovery Fund Fidelity Devonshire Trust | 2,917,464 | 92.6M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| iShares Select Dividend ETF iShares Trust | 2,528,138 | 80.2M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 2,492,494 | 76.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,861,226 | 59.1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,413,262 | 44.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Fidelity Equity Dividend Income Fund Fidelity Financial Trust | 1,436,800 | 44M $ | 0.53 % | as of Feb 28, 2026 · Original filing |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 1,101,908 | 35M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 777,085 | 24.7M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Fidelity Value Discovery Fund Fidelity Puritan Trust | 721,971 | 22.9M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| Invesco High Yield Equity Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 697,996 | 22.1M $ | 2.08 % | as of Apr 30, 2026 · Original filing |
| Fidelity Equity-Income Fund Fidelity Devonshire Trust | 689,350 | 21.9M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Pacer US Small Cap Cash Cows 100 ETF Pacer Funds Trust | 670,875 | 21.3M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| State Farm Growth Fund Advisers Investment Trust | 658,400 | 20.9M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 664,795 | 20.4M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 619,847 | 19.7M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 596,328 | 18.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 595,381 | 18.9M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 614,913 | 18.8M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Royce Small-Cap Special Equity Fund ROYCE FUND | 520,000 | 16.5M $ | 3.85 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 493,306 | 15.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 483,671 | 15.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VIP Equity-Income Portfolio Variable Insurance Products Fund | 481,800 | 15.3M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 463,914 | 14.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 400,260 | 12.7M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| First Trust Dow Jones Global Select Dividend Index Fund First Trust Exchange-Traded Fund II | 395,269 | 12.5M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| Boston Trust Walden Small Cap Fund Boston Trust Walden Funds | 381,657 | 12.1M $ | 1.22 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 375,487 | 11.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 360,949 | 11.5M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST | 358,145 | 11M $ | 1.17 % | as of Feb 28, 2026 · Original filing |
| FlexShares Quality Dividend Index Fund FlexShares Trust | 341,550 | 10.8M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 341,060 | 10.4M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 322,666 | 9.9M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 309,709 | 9.8M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Cambria Shareholder Yield ETF Cambria ETF Trust | 293,555 | 9.3M $ | 0.97 % | as of Apr 30, 2026 · Original filing |
| NYLI WMC Value Fund NEW YORK LIFE INVESTMENTS FUNDS | 290,905 | 9.2M $ | 0.98 % | as of Apr 30, 2026 · Original filing |
| JNL/WMC Value Fund JNL Series Trust | 290,345 | 9.2M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 264,535 | 8.1M $ | 1.07 % | as of Feb 28, 2026 · Original filing |
| JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 246,502 | 7.8M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 241,127 | 7.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust | 246,800 | 7.6M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 237,374 | 7.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 209,180 | 6.6M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 208,373 | 6.6M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 205,421 | 6.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 203,394 | 6.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND | 197,549 | 6M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 192,276 | 5.9M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST | 190,006 | 5.8M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 186,757 | 5.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 159,291 | 5.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 158,014 | 5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Morningstar Global Opportunistic Equity Fund Morningstar Funds Trust | 154,734 | 4.9M $ | 1.18 % | as of Apr 30, 2026 · Original filing |
| Multi-Manager Large Cap Growth Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 151,780 | 4.8M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 151,417 | 4.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 151,203 | 4.8M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 141,656 | 4.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 134,055 | 4.3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV | 131,192 | 4.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| SEI Enhanced U.S. Large Cap Value Factor ETF SEI EXCHANGE TRADED FUNDS | 129,443 | 4.1M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II | 128,027 | 4.1M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 127,904 | 4.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 126,976 | 4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| State Farm Balanced Fund Advisers Investment Trust | 124,800 | 4M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 124,566 | 4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND | 110,700 | 3.5M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 110,172 | 3.5M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust | 108,932 | 3.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 103,903 | 3.3M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 101,119 | 3.2M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 100,397 | 3.2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| SIIT GLOBAL MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 102,600 | 3.1M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | 94,240 | 3M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 94,171 | 3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 94,186 | 3M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 94,075 | 3M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 93,196 | 3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 96,550 | 3M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 93,225 | 2.9M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 89,900 | 2.9M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Hartford Multifactor US Equity ETF Lattice Strategies Trust | 88,537 | 2.8M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| NYLI Balanced Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 86,384 | 2.7M $ | 0.61 % | as of Apr 30, 2026 · Original filing |
| FlexShares Quality Dividend Defensive Index Fund FlexShares Trust | 84,660 | 2.7M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 84,542 | 2.7M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 84,000 | 2.7M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 79,040 | 2.5M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 78,657 | 2.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II | 77,074 | 2.4M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 76,216 | 2.4M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| SEI Enhanced U.S. Large Cap Quality Factor ETF SEI EXCHANGE TRADED FUNDS | 75,644 | 2.4M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 73,719 | 2.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Lazard Equity Franchise Portfolio LAZARD FUNDS INC | 72,809 | 2.3M $ | 6.24 % | as of Mar 31, 2026 · Original filing |
| CRAWFORD SMALL CAP DIVIDEND FUND Unified Series Trust | 72,421 | 2.3M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 70,866 | 2.2M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 70,732 | 2.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 73,298 | 2.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| First Trust Consumer Discretionary AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 68,836 | 2.2M $ | 0.82 % | as of Apr 30, 2026 · Original filing |
| NYLIM VP Balanced Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 67,530 | 2.1M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 65,446 | 2.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Monarch Dividend Plus Index ETF Northern Lights Fund Trust IV | 63,805 | 2M $ | 3.32 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 61,143 | 1.9M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 60,779 | 1.9M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 60,333 | 1.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 59,801 | 1.9M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 58,955 | 1.9M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 61,054 | 1.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Leadershares Alphafactor Tactical Focused ETF Two Roads Shared Trust | 58,729 | 1.9M $ | 3.09 % | as of Apr 30, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 58,593 | 1.9M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 59,921 | 1.8M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P U.S. Growth ETF iShares Trust | 56,336 | 1.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SIMT U.S. Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST | 55,425 | 1.8M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 56,470 | 1.7M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| GMO U.S. Opportunistic Value Fund GMO TRUST | 55,831 | 1.7M $ | 0.54 % | as of Feb 28, 2026 · Original filing |
| Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST | 52,715 | 1.7M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 51,765 | 1.6M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust | 50,895 | 1.6M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 50,800 | 1.6M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 50,699 | 1.6M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 50,528 | 1.6M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 50,185 | 1.6M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 49,505 | 1.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 48,492 | 1.5M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 48,230 | 1.5M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 49,978 | 1.5M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 47,785 | 1.5M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 47,385 | 1.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 45,026 | 1.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 44,583 | 1.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Multi-Asset Diversified Income Index Fund First Trust Exchange-Traded Fund VI | 44,551 | 1.4M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 44,200 | 1.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Optimum Large Cap Growth Fund Optimum Fund Trust | 43,993 | 1.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 43,826 | 1.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Royce Small-Cap Fund ROYCE FUND | 43,525 | 1.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 43,019 | 1.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 42,890 | 1.4M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 42,900 | 1.4M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 42,319 | 1.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 42,105 | 1.3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 40,562 | 1.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 41,574 | 1.3M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 40,101 | 1.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 41,520 | 1.3M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 37,151 | 1.2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 37,021 | 1.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 36,444 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 36,345 | 1.2M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| SIIT U.S. MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 37,500 | 1.1M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| Hartford Disciplined US Equity ETF Lattice Strategies Trust | 36,139 | 1.1M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| Fidelity Global Equity Income Fund Fidelity Investment Trust | 34,398 | 1.1M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 34,174 | 1.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 34,089 | 1.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 34,892 | 1.1M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| The Acquirers Fund ETF Series Solutions | 33,243 | 1.1M $ | 3.22 % | as of Apr 30, 2026 · Original filing |
| SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST | 32,825 | 1M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Frank Value Fund FRANK FUNDS | 32,517 | 1M $ | 3.20 % | as of Mar 31, 2026 · Original filing |
| Systematic Core Fund VALIC Co I | 33,256 | 1M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Invesco Dorsey Wright Consumer Staples Momentum ETF Invesco Exchange-Traded Fund Trust | 31,782 | 1M $ | 1.20 % | as of Apr 30, 2026 · Original filing |
| Fidelity Blue Chip Value ETF Fidelity Covington Trust | 31,778 | 1M $ | 0.63 % | as of Apr 30, 2026 · Original filing |
| Distillate Small/Mid Cash Flow ETF ETF Series Solutions | 31,460 | 998.5K $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 30,125 | 955.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| AB US High Dividend ETF AB Active ETFs, Inc. | 31,180 | 954.7K $ | 0.62 % | as of Feb 28, 2026 · Original filing |
| BNY Mellon Active MidCap Fund BNY Mellon Strategic Funds, Inc. | 29,944 | 950.4K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 30,500 | 933.9K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Harbor Mid Cap Value Fund HARBOR FUNDS | 29,400 | 932.9K $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 29,952 | 917.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 28,803 | 913.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Equity-Income K6 Fund Fidelity Devonshire Trust | 28,750 | 912.2K $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 28,560 | 906.5K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 28,135 | 893K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Income Equity Fund Northern Funds | 27,951 | 887.2K $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| GuideMark Large Cap Core Fund GPS Funds I | 27,878 | 884.8K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 27,233 | 864.4K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| AQR Style Premia Alternative Fund AQR Funds | 26,164 | 830.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 26,163 | 830.4K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 25,779 | 818.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Systematic Growth Fund VALIC Co I | 26,349 | 806.8K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST | 24,800 | 787.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Consumer Discretionary ETF iShares Trust | 24,473 | 776.5K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| iShares Core Dividend ETF iShares Trust | 24,084 | 764.2K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 23,813 | 755.6K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST | 23,786 | 755K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| GMO Implementation Fund GMO TRUST | 24,534 | 751.2K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 23,352 | 741.2K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon Consumer Discretionary Sector Fund JNL Series Trust | 22,755 | 722.2K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 22,731 | 721.3K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 22,638 | 718.3K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 21,886 | 694.7K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Sovereign's Capital Flourish Fund Elevation Series Trust | 21,708 | 688.8K $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 22,423 | 686.6K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 21,558 | 684K $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| RiverFront Dynamic US Dividend Advantage ETF ALPS ETF TRUST | 21,624 | 662.1K $ | 0.80 % | as of Feb 28, 2026 · Original filing |
| Fidelity Value Discovery K6 Fund Fidelity Puritan Trust | 20,427 | 648.1K $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 20,155 | 639.5K $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Huber Small Cap Value Fund Advisors Series Trust | 20,100 | 637.8K $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 20,045 | 636.2K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 20,039 | 635.8K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 20,003 | 634.7K $ | 0.09 % | as of Apr 30, 2026 · Original filing |